Never Miss an Expired Certificate Again

AI-powered COI tracking extracts, validates, and monitors insurance certificates across all your subs and projects.

How COI Tracking Works

From document upload to compliance verification, every step is automated.

AI-Powered Extraction

Upload an ACORD 25 certificate and our AI extracts every field: insured name, policy numbers, limits, endorsements, and effective dates.

Requirement Matching

Define insurance requirements at the org, project, or sub level. The engine compares extracted limits against your minimums automatically.

Expiration Alerts

Automated alerts at 60, 30, and 7 days before coverage expires. Notifications go to your team and the sub via email and portal.

Endorsement Verification

Checks for additional insured, waiver of subrogation, primary & non-contributory, and 30-day notice of cancellation endorsements.

Coverage Gap Detection

Identifies gaps between policy expiration and renewal. Flags subs who are working without valid coverage.

Compliance Dashboard

See insurance compliance at a glance across all projects and subs. Drill down into specific coverage types and shortfalls.